Interactive Brokers has rolled out several upgrades to its PortfolioAnalyst tool, strengthening its appeal for traders who demand precision in performance tracking, attribution, and risk management -including prop traders.
PortfolioAnalyst gives users a unified dashboard to track all their financial accounts, monitor activity, and analyze returns with institutional-grade tools. The latest enhancements bring a sharper edge to fixed income insights and account integration.
What’s New:
- Interest Rate Sensitivity Widget: A key feature for prop traders managing fixed income exposure. The widget shows both detailed and summary views, plus a dedicated report section to quantify rate risk.
- “What’s New” Widget: Stay up to date on recent enhancements and new tools at a glance.
- PDF Report Generation: Easily export analytics from the Greeks, Attribution vs. Benchmark, Fixed Income, Projected Income, and Activity widgets – ideal for trade reviews and performance reporting.
- Improved External Account Management: New “Refresh” and “Fix It” options reduce friction when managing external linked accounts – no more unnecessary delinking and relinking.
All IBKR clients get free access to PortfolioAnalyst. To explore the new features, log in to the IBKR Portal and navigate to:
Performance & Reports > PortfolioAnalyst
As more prop firms and professional traders seek transparency and performance clarity, tools like PortfolioAnalyst help bridge the gap between high-frequency execution and long-term portfolio attribution.
PropInsider will keep tracking the platforms and features shaping the future of prop trading.
